First Trust Small Cap Core AlphaDEX Fund
167 hedge funds and large institutions have $641M invested in First Trust Small Cap Core AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 49 reducing their positions, and 8 closing their positions.
225% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 8
27% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 49
9% more funds holding
Funds holding: 153 → 167 (+14)
7% more capital invested
Capital invested by funds: $598M → $641M (+$42.9M)
2.15% more ownership
Funds ownership: 65.36% → 67.51% (+2.2%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.47M |
| 2 |
Morgan Stanley
New York
|
+$7.13M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.09M |
| 4 |
JP Morgan Chase
New York
|
+$4.43M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$3.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$3.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.61M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$978K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$703K |
| 5 |
MLRA
Main Line Retirement Advisors
Whitefish,
Montana
|
-$531K |
FYX Hedge Fund Activity: Q4 2024 in Review
167 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Core AlphaDEX Fund (FYX) for Q4 2024, worth a combined $641M — up 7.2% from $598M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new FYX positions and 8 closed out — a net gain of 18 holders — while 62 added to existing stakes and 49 trimmed.
The largest buyer was LPL Financial, adding an estimated $7.47M. The largest seller was Virtu Financial, exiting entirely with an estimated $3.6M sold.
- 167 institutional investors held First Trust Small Cap Core AlphaDEX Fund (FYX) as of Q4 2024, up from 153 in Q3 2024.
- Funds reported $641M of First Trust Small Cap Core AlphaDEX Fund stock for Q4 2024, up 7.2% quarter-over-quarter.
- 26 funds opened new First Trust Small Cap Core AlphaDEX Fund positions in Q4 2024 and 8 closed out, a net change of +18 holders.
- The largest First Trust Small Cap Core AlphaDEX Fund buyer in Q4 2024 was LPL Financial, an estimated $7.47M added.
- The largest First Trust Small Cap Core AlphaDEX Fund seller in Q4 2024 was Virtu Financial, an estimated $3.6M sold.
Based on aggregated 13F filings for Q4 2024.